Guide for adjusting Leave Opening Balances on TeamNest

Every 12 months, the TeamNest portal opens a new Leave Calendar for a domain. This is generally in the month of January but can easily be defined by a client on the Leave Policy Page. When a new Leave Calendar is opened, the portal automatically transfers the balances from the previous year based on the setup by the client, i.e., Lapse, Carry-over, etc.

After a new year opens, the employees have a 30-day window to apply for leave in the last month of the previous year. So, for e.g. for a Calendar year from Jan to Dec, employees can apply for back-dated leaves of December in January. In such cases, the closing balance of the previous year will change, but this will not reflect in the opening of the new year. This document explains how to bring the Opening of the new year into sync with the Closing of the previous year.

1. Click Admin Section > Reports > Leaves > Leave Request by Applied Date
   
   
   
   
2. After clicking on Employees, Admin Section >Reports > Leaves >Leave Request by Applied Date, select All, and choose the first month of the current Leave Calendar (e.g., 1 Jan to 31 Jan). Then, click on Fetch Report.
   
   
3. A. Here, you will see the details of the number of leaves applied in January for the month of December of the previous Leave Calendar year.
   B. The same number of leaves can be deducted from the Opening Balance of the current Leave Calendar.
   
   
   
   
4. Go to Utilities >> Leave Balance> click on the pen icon to edit Leave Balances for a particular employee.
   
   
   
   
5. In the "Opening" field please update the Opening Balance after deducting the number of Leaves applied in the current year's month of January for the month of December of the previous year.
   
   
   
   
6. Now click on Submit.